Facet Wealth

$7.0B 13F equity value
439 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Facet Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VEAVANGUARD TAX-MANAGED FDS15,511,173$1.1B15.8%
VTIVANGUARD INDEX FDS2,446,454$905M13.0%
QUALISHARES TR3,300,180$724M10.4%
BNDVANGUARD BD INDEX FDS8,177,967$600M8.6%
VTVVANGUARD INDEX FDS1,717,827$374M5.4%
VWOVANGUARD INTL EQUITY INDEX F4,214,912$252M3.6%
EMXCISHARES INC2,188,288$224M3.2%
MUBISHARES TR1,883,582$203M2.9%
VCITVANGUARD SCOTTSDALE FDS2,299,189$190M2.7%
SPMDSPDR SERIES TRUST2,636,343$178M2.6%

Track Facet Wealth's 13F portfolio: $7.0B in reported holdings, 439 positions. Top holdings and quarterly changes on SentiSense.

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